Administrative Assistant jobs at The Bonadio Group

The role of a Citrin Cooperman Administrative Assistant is to assist in all aspects of the office conditions, ensure office workflow, foster Citrin Cooperman culture, and provide operational support for the Office Manager (OM) and Office Director (OD). * Manage client data updates by assisting with maintaining Dynamics and STAR Practice Management databases. * Assist with new client onboarding procedures. * Manage the preparation, delivery, and filing of engagement letters. * Provide front office coverage as needed * Handle incoming mail by opening, scanning, and distributing it; prepare outgoing mail while being familiar with various delivery methods such as US Mail, International Mail, Certified Mail, UPS, FedEx, etc. * Monitor and manage pooled administration mailboxes. * Maintain clean and welcoming general office conditions for team members and guests. * Communicate common office inventory usage and replenishment needs to the Office Manager. * Assist the Office Manager with coordinating office events, ordering meals, communicating details, setting up and breaking down conference rooms, managing hoteling spaces, and arranging client or in-house meetings for partners and staff. * Assist with ad-hoc projects as required. Qualifications * Minimum of 0-3 years of administrative experience, preferably in a professional services environment. * Tech - savvy with a proficiency in Microsoft O365 suite of applications. Specific knowledge of Excel functions such as tables, formulas, and formatting. * Must be a team-player with a strong attention to detail and the ability to multi-task. * Strong organizational skills, including excellent written and verbal communication skills. * In office requirement

YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President experienced in complex estate planning to operate in an innovative technology-backed offering for our HNW clients. We are looking for a client-friendly individual with background in U.S. tax, trust and /or estate advisory, who has a passion for detailed estate planning and modelling. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL * Contribute significantly within a dedicated team, delivering cutting-edge estate plan reviews and optimizations, leveraging advanced technology, innovative visualizations, and sophisticated projections to unlock generational wealth opportunities for UHNW clients. * Act as a subject matter expert in document reviews, interpreting key trust provisions and fiduciary law, assessing various tax implications and modeling multi-generational wealth strategies. * Communicating highly complex estate plans and balance sheets, distilling complex information down to essential components and visualizations for clients and other stakeholders. * Transferring knowledge and experience across the scope of wealth transfer, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held entities, charitable structures, and the administration and restructuring of trusts. * Taking ownership for quality assurance, and reporting deadlines being met. * Collaborating in an evolving product offering with other wealth strategy experts across GSFO, other internal stakeholders, and related third parties. * Proactively participating as a leader in a positive, collaborative, and productive team culture to grow junior staff into more senior roles. * Collaborate effectively with internal teams, including wealth advisors, legal, tax, and operations, to deliver integrated solutions and a seamless client experience. * Work closely with Product, Engineering, Compliance and Legal to continuously evolve the product offering QUALIFICATIONS * Bachelor's Degree Required * CPA and/or JD highly preferred; STEP, Tax LLM or other doctorate-level related credentialing is a plus * Experience in governing document drafting and review across multiple jurisdictions is a plus * A minimum of seven years of progressive experience as an accountant, attorney or related wealth professional * Experience working with HNW clients in multi-generational wealth and estate planning strategies, including reviewing, and diagramming advanced estate planning documents * Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax, as well as experience with state and local tax matters * Ability to quickly adopt and adapt to new technologies, in particular familiarity with AI, and scenario modelling * Experience working with clients in structuring and discussing multi-generational wealth and estate planning strategies * Deep interest in the financial markets and good investment sense/commercial instinct * Excellent interpersonal skills and a desire to work in a team-oriented environment * Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment * Willingness and desire to work in-person in the Dallas office * Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

YOUR IMPACT Goldman Sachs Family Office (GSFO) is seeking an accomplished practice lead to design, implement, and lead a new comprehensive accounting and bill pay offering tailored for Ultra-High-Net-Worth (UHNW) individuals and their families. This leadership role is paramount to establishing and scaling a best-in-class service model that addresses the intricate financial affairs of complex family structures, often involving multiple entities, properties, and specialized assets. The successful candidate will define the practice's strategy, build a high-performing team, drive operational excellence, and ensure the delivery of precise, timely, and confidential financial management solutions that seamlessly integrate with our clients' broader wealth management objectives. This role requires an entrepreneurial spirit combined with deep technical accounting expertise and a proven ability to innovate and grow a service offering. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL * Lead a team responsible for comprehensive bill pay management for UHNW clients, leveraging new technology to deliver this offering at greater scale and quality. This includes end-to-end bill payment process for UHNW clients and their entities, reviewing invoices, ensuring timely payments, and managing vendor relationships. * Lead the implementation of the practice, establishing robust processes, selecting and leveraging cutting-edge technology, and creating scalable systems to support rapid growth and ensure consistent service quality. * Recruit, develop, and lead a high-performing team of bill pay and accounting specialists. Foster a culture of excellence, collaboration, continuous learning, and client-centricity. * Provide strategic oversight for all aspects of UHNW client financial operations, including end-to-end bill payment, multi-entity accounting, general ledger maintenance, and meticulous reconciliation of bank, brokerage, and credit card accounts. * Drive the production of detailed financial reports, statements, cash flow analyses, budgeting, and forecasting tailored to the sophisticated needs of UHNW families and their various entities (e.g., trusts, LLCs, partnerships). * Prepare cash flow planning, budgeting, and forecasting for UHNW clients. Monitor and coordinate cash management across various accounts and entities. * Maintain and reconcile all financial accounts, ensuring accuracy and resolving discrepancies. Oversee the management and reconciliation of client data for ultra-high-net-worth families and related entities. * Deep understanding of QuickBooks, Sage Intacct or similar platforms to support historical integrations. * Serve as a primary point of contact for client communications related to billing and financial matters. Liaise effectively with Private Wealth Advisors and external stakeholders, including legal, financial, and other professional advisors. * Provide guidance and mentorship to junior staff, overseeing their work and ensuring accuracy of records. * Handle all sensitive financial information with the utmost discretion and confidentiality. * Maintain vendor relationships, manage vendor accounts, and coordinate billing and changes with external parties * Work with PWM Product, Engineering, Compliance and Legal to continuously evolve the product offering QUALIFICATIONS * Bachelor's Degree Required, preferably in Accounting, Finance, or a related field. * An ACCA/CPA certification is highly desirable. * A minimum of 10-15 years of progressive experience in accounting, financial management, or family office operations, with at least 5-7 years focused on UHNW individuals or families, including experience in a private family office or multi-family office environment. * Exposure to investment reporting, alternative assets, or trust/estate accounting. * Proven experience in designing, building, leading, and scaling an accounting or financial services practice or team, specifically for UHNW clients. * Deep expertise in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests). * Advanced proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and / or experience with bill pay platforms * Exceptional Excel skills. * Experience with state and federal tax matters is a plus * Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning * Excellent interpersonal skills and a desire to work in a team oriented environment * Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment * Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

JOB SUMMARYAs an Administrative Assistant III, you will provide essential administrative support to facilitate the smooth operation of the organization. You will perform a variety of tasks, including managing correspondence, scheduling appointments, organizing meetings, and handling administrative requests. Your strong organizational skills, attention to detail, and ability to multitask will contribute to the efficiency and effectiveness of the team and the overall success of the organization. Administrative Support: Manage and prioritize incoming communications, including emails, phone calls, and mail Draft and edit correspondence, memos, reports, and other documents Maintain accurate records and databases, ensuring data integrity and confidentiality Coordinate travel arrangements, including booking flights, accommodations, and transportation Assist with expense tracking and reimbursement processes Billing/invoicing, A/R support, Maconomy reporting Calendar Management and Scheduling: Maintain and update calendars, scheduling and coordinating appointments, meetings, and conferences Send meeting invitations, prepare meeting agendas, and ensure timely distribution of relevant material Coordinate and schedule conference calls, video conferences, and other virtual meetings Meeting and Event Coordination: Arrange logistics for meetings, conferences, and events, including venue selection, catering, and audiovisual setup Prepare and distribute meeting minutes and follow-up action items Track and manage RSVPs, ensuring appropriate attendance and participation Office Support: Serve as a point of contact for internal staff and external stakeholders, providing exceptional customer service Coordinate office supplies and equipment, ensuring availability and functionality Support special projects and initiatives as assigned Occasional reception area coverage Special project responsibilities for specific office or entire region (i.e. e-filing, CPE tracking, bulk engagement letters) Production Responsibilities Assembling tax returns Formatting financial statements and proposals Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 25 pounds at a time Travel required No Required education and experience High School Diploma (or GED or High School Equivalence Certificate) 3+ years of relevant experience Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint) Preferred education and experience Software: Engagement, CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Maconomy, Safesend Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $60,000 to $80,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYAs a Receptionist, you will serve as the first point of contact for visitors and callers, providing exceptional customer service and creating a positive and professional impression of the organization. You will handle various administrative tasks, manage incoming inquiries, and ensure smooth operations of the front desk area. Your strong communication and organizational skills will contribute to creating a welcoming and efficient environment for staff, clients, and guests. Front Desk Operations: Greet and welcome visitors and guests in a friendly and professional manner Manage incoming calls, directing them to the appropriate individuals or departments Maintain a clean and organized front desk area, ensuring a professional and welcoming atmosphere Monitor and manage visitor access and security procedures Schedule and manage conference rooms/training room Administrative Support: Provide administrative support to various departments, including handling mail, scheduling appointments, and managing office supplies Assist with data entry, document preparation, and record-keeping tasks Coordinate and schedule meetings, conference rooms, and appointments as requested Communication and Customer Service: Effectively communicate with clients, guests, and staff, both in person and through various communication channels (phone, email, etc.) Respond to inquiries promptly and provide accurate and helpful information Supervisory responsibilities None Work environment Work is conducted in a fast paced professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 25 pounds at a time Travel required No Required education and experience High School Diploma (or GED or High School Equivalence Certificate) 1+ years of relevant experience Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint) Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our Hudson location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $41,600 to $47,840. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

The Administrative Assistant - Operations & Finance provides high-level administrative and clerical support to both the Operations and Finance departments. This position plays a key role in maintaining efficient workflows, supporting daily financial and operational activities, coordinating internal processes, and ensuring compliance with organizational policies and deadlines. Job duties include but are not limited to the following: Operations Support Assist with Time and Billing Assist with Client Monthly Billings Assist with Client AR including collections Maintain the Time & Billing database Produce monthly reporting Produce reporting as requested Answer Client Emails Year End Procedures Prepare Invoices, Post Invoices, Credit Invoices, Delete Invoices and Email Invoices Time Entry Changes (Move, Delete, Change) Make client info changes (email, address and name) Assist in coordinating and tracking operational projects, timelines, and deliverables. Prepare and maintain operational reports and documentation. Coordinate logistics for meetings, events, and training sessions. Assist with performance metrics reporting and data analysis for process improvement. Finance Support Support the Finance department in accounts payable/receivable processing. Assist with reconciliations, budget tracking, and expense monitoring. Maintain financial records, spreadsheets, and reports with confidentiality and accuracy. Liaise with vendors, clients, and internal staff regarding billing, payments, and documentation. Support the Finance team during audits and month-end/year-end closing procedures. Marketing Support Assist in coordinating marketing materials, social media posts, and newsletters. Help update community page with content under supervision of the Marketing and Operations team. Maintain inventory for career fairs and trade shows. Support the planning and logistics of company events, trade shows, or community outreach. Compile and distribute basic marketing reports or engagement metrics as directed. General Administrative Duties Serve as a liaison between Operations, Finance, and other departments. Manage calendars, schedule meetings, and coordinate travel arrangements. Handle confidential information with professionalism and discretion. Contribute to continuous improvement initiatives and administrative process optimization. Requirements Education Requirements: Highschool diploma required. Associate's degree in Business Administration, Accounting, Finance, or a related field preferred. Experience: 2-4 years of experience in administrative support, preferably within Operations or Finance functions. Skills: Strong organizational and multitasking skills with attention to detail. Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and/or Google Workspace. Experience with Practice Management a plus. Experience with accounting systems (e.g., QuickBooks) is a plus. Excellent written and verbal communication skills. Ability to handle sensitive information with confidentiality. Strong problem-solving skills and a proactive attitude. Salary Description $22.00 - $25.00

Jefferies Group LLC, the largest independent, global, full-service investment banking and capital markets firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company. Summary: Jefferies LLC is seeking an Administrative Assistant for the Equity Research department in New York. The ideal candidate should be a team player, must exhibit strong attention to detail, communication skills, be adaptable to change, possess an ability to multi-task, and be efficient in a fast-paced, often demanding work environment. Essential aspects to success in this role are accuracy, follow-through, proactivity, and the ability to work with many different personalities while under pressure. Responsibilities include: Provide high-level administrative support to senior management while supporting Analysts and their teams Scheduling calls, meetings and accurate calendaring Coordinating often complex travel arrangements according to Jefferies policies using SAP/Concur, including acquiring appropriate visas and approvals Assuring timely delivery of presentations ahead of meetings and marketing trips Creating and submitting Travel & Expense reports using Concur Support with event planning, booking, scheduling, and registering of guests Maintaining Analysts' contact and distribution lists Providing general office support, including juggling multiple phone lines, file maintenance, copying, binding and shipping of presentations, filling in for other Assistants as needed, and other tasks as assigned Qualifications: 5 to 7 years of administrative experience supporting senior-level executives in a fast-paced, professional environment Experience supporting teams within equity research, investment banking or similar financial institutions preferred Candidates must be available to work onsite 5 days per week Experience with Microsoft Word and Outlook is essential SAP/Concur experience required Excel and PowerPoint experience preferred Strong communication and organization skills and ability to maintain confidentiality, given the sensitive nature of our business Administrative experience supporting multiple teams Ability to multi-task and anticipate team needs Bachelor's degree preferred Primary Location Full Time Salary Range of $90,000 - $115,000.

Jefferies Group LLC, the largest independent, global, full-service investment banking and capital markets firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company. Summary: Jefferies LLC is seeking an Administrative Assistant for the Equity Research department in New York. The ideal candidate should be a team player, must exhibit strong attention to detail, communication skills, be adaptable to change, possess an ability to multi-task, and be efficient in a fast-paced, often demanding work environment. Essential aspects to success in this role are accuracy, follow-through, proactivity, and the ability to work with many different personalities while under pressure. Responsibilities include: * Provide high-level administrative support to senior management while supporting Analysts and their teams * Scheduling calls, meetings and accurate calendaring * Coordinating often complex travel arrangements according to Jefferies policies using SAP/Concur, including acquiring appropriate visas and approvals * Assuring timely delivery of presentations ahead of meetings and marketing trips * Creating and submitting Travel & Expense reports using Concur * Support with event planning, booking, scheduling, and registering of guests * Maintaining Analysts' contact and distribution lists * Providing general office support, including juggling multiple phone lines, file maintenance, copying, binding and shipping of presentations, filling in for other Assistants as needed, and other tasks as assigned Qualifications: * 5 to 7 years of administrative experience supporting senior-level executives in a fast-paced, professional environment * Experience supporting teams within equity research, investment banking or similar financial institutions preferred * Candidates must be available to work onsite 5 days per week * Experience with Microsoft Word and Outlook is essential * SAP/Concur experience required * Excel and PowerPoint experience preferred * Strong communication and organization skills and ability to maintain confidentiality, given the sensitive nature of our business * Administrative experience supporting multiple teams * Ability to multi-task and anticipate team needs * Bachelor's degree preferred Primary Location Full Time Salary Range of $90,000 - $115,000.

It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Administrative Assistant II role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services. Who you are: As an Administrative Assistant II, you provide support to managers and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Independently perform administrative work specific to the established department processes Rely on detailed knowledge of department procedures to accurately perform reconciliation duties Pull, calculate, and format data in an easily digestible way upon request Maintain contacts within multiple lines of business to appropriately escalate issues and inquiries Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Strong organizational skills Demonstrated ability to perform administrative tasks Working knowledge of business specific programs and applications Excellent written and verbal communication skills Ability to communicate with all levels of personnel Demonstrated attention to detail Proficient in Microsoft computer applications Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Primary responsibility will be to assist with the reconciliation of loan servicing general ledger and DDA accounts, ensuring accurate tracking of items for completion. Additionally, supporting the team in addressing the backlog of reconciling items, identifying amounts to be offset, refunded to customers, or written off. Job Responsibilities: • Support the team on data entry and audits, physical mail management, and general loan servicing tasks. • Assist in the reconciliation of loan servicing general ledger and DDA accounts on a regular basis • Ensure accurate tracking of items in the reconciliation process to facilitate timely completion • Collaborate with team members to research and resolve discrepancies found during the reconciliation process • Support the Loan Administration team in addressing the backlog of reconciling items • Identify amounts that need to be offset, refunded to customers, or written off based on established guidelines and procedures • Prepare reports and documentation related to reconciliation activities for review and analysis. • Assist in maintaining accurate records and documentation of all reconciliation activities • Stay updated on relevant industry regulations and guidelines to ensure compliance with accounting standards • This is a paid part-time internship opportunity • Compensation will be commensurate with experience and qualifications Requirements Education and Experience Requirements: • Currently pursuing a degree in Accounting, Finance, or a related field. • Prior experience or coursework in reconciliations or financial analysis is preferred. Additional Requirements: • Strong analytical and problem-solving skills with a keen attention to detail • Proficient in Microsoft Excel and other accounting software • Excellent organizational and time management abilities • Ability to work effectively both independently and as part of a team • Strong written and verbal communication skills • Familiarity with loan administration processes and general accounting principles is a plus • Responsive and customer-focused with a demonstrated use of professional judgment The above is merely a description. Responsibilities and duties are not limited to the above. Quontic reserves the right to change job descriptions at any time. Benefits This role's hourly rate is $17 to $20.

Job Title: Administrative assistant: Legal Team We are seeking a highly organized and detail-oriented Administrative Assistant to join our Legal team within Investment Banking. This individual will provide administrative support to the legal department, ensuring the smooth operation of daily activities and maintaining the highest level of confidentiality and professionalism. Key responsibilities: Manage daily administrative tasks, including scheduling meetings, coordinating calendars, and preparing correspondence and legal documents. Maintain and organize confidential files and records. Liaise with internal departments and external counsel, ensuring timely document flow and compliance with regulatory deadlines. Qualifications: 3-5 years of experience as an Administrative Assistant, preferably within a Legal or financial environment Strong organizational skills and exceptional attention to detail Excellent written and verbal communication skills Proven ability to manage multiple priorities in a fast-paced, high-pressure environment Proficiency in Microsoft Office Suite (Word, Excel, Power point, and Outlook) and experience with document management systems. Primary Location, New York Full Time Salary Range of $70,000-$90,000. #LI-MB1

Job Title: Administrative assistant: Legal Team We are seeking a highly organized and detail-oriented Administrative Assistant to join our Legal team within Investment Banking. This individual will provide administrative support to the legal department, ensuring the smooth operation of daily activities and maintaining the highest level of confidentiality and professionalism. Key responsibilities: * Manage daily administrative tasks, including scheduling meetings, coordinating calendars, and preparing correspondence and legal documents. * Maintain and organize confidential files and records. * Liaise with internal departments and external counsel, ensuring timely document flow and compliance with regulatory deadlines. Qualifications: * 3-5 years of experience as an Administrative Assistant, preferably within a Legal or financial environment * Strong organizational skills and exceptional attention to detail * Excellent written and verbal communication skills * Proven ability to manage multiple priorities in a fast-paced, high-pressure environment * Proficiency in Microsoft Office Suite (Word, Excel, Power point, and Outlook) and experience with document management systems. Primary Location, New York Full Time Salary Range of $70,000-$90,000. #LI-MB1

Temporary Help - Loan Administration Department - Middlefield, OH Part-Time | About 20 hours/week Looking for a summer job that keeps you busy and helps a team stay organized? Our Loan Administration Department is looking for a reliable, detail-oriented person to join us temporarily while we catch up on some key tasks. This is a part-time role (around 20 hours a week), perfect for someone with some administrative experience who enjoys staying organized and working behind the scenes. What You'll Be Doing: Open and sort incoming mail related to loan accounts Match payments and documents to the correct loans Assist with tracking insurance for loans Help process loan payment checks Scan loan documents when there's downtime General admin support as needed What We're Looking For: Someone dependable and organized A bit of admin or office experience is preferred Comfortable handling paperwork and keeping things in order

It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Administrative Assistant II role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services. Who you are: As an Administrative Assistant II, you provide support to managers and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Independently perform administrative work specific to the established department processes Rely on detailed knowledge of department procedures to accurately perform reconciliation duties Pull, calculate, and format data in an easily digestible way upon request Maintain contacts within multiple lines of business to appropriately escalate issues and inquiries Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Strong organizational skills Demonstrated ability to perform administrative tasks Working knowledge of business specific programs and applications Excellent written and verbal communication skills Ability to communicate with all levels of personnel Demonstrated attention to detail Proficient in Microsoft computer applications Proficiency in Spanish and English Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Administrative Assistant II role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services. Who you are: As an Administrative Assistant II - Wealth Advisors, you provide support to managers and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Independently perform administrative work specific to the established department processes Work cross functionally with multiple lines of business to appropriately escalate issues and inquiries Rely on detailed knowledge of department procedures to accurately perform reconciliation duties Provide calculated data to your team in an easily digestible way upon request Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Demonstrated attention to detail Working knowledge of business specific programs and applications Strong organizational skills Exceptional customer service skills Excellent written and verbal communication skills Proficiency in Microsoft applications. Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

About AgCredit Our mission at AgCredit is to create lifelong opportunities for our customers and employees by striving to be the premier cooperative lender and employer in our rural communities. Our core values focus on relationships, respect, integrity, service, accountability, teamwork and courage for our customers' and employees' success. As a cooperative agricultural lending institution, our commitment is to our customer-owners. Headquartered in Fostoria, OH, AgCredit serves over 7,000 member-owners in 15 lending offices throughout 18 counties across northwest and central Ohio. As part of the nationwide Farm Credit System, we are proud to return our profits back to our members through our patronage program. We hope you'll consider joining our experienced lending team as we continue to serve our customers, employees and communities. Internship - Administrative Office, Fostoria, OH Summer 2026 (May - August) Posting will close on October 31, 2025, hiring to follow Develop knowledge about AgCredit, ACA and the Farm Credit System's operations, products and services and how they relate to the agricultural community. Contribute to the successful operations of the cooperative by assisting with accounting/reporting, credit, audit/risk management, human resources and/or other administrative departments. Comply with all AgCredit, ACA policies and procedures while maintaining regular and punctual attendance as expected of this position. Responsibilities The admin intern will assist with various departments within our Administrative Office. These departments include (but are not limited to): Accounting and Operations, Reporting, Audit and Risk Management, Human Resources, Credit, Legal, etc. Projects within these departments could include (but are not limited to): Assisting operations with daily banking reconciliation Performing research on various topics that will assist in creating policies and procedures Managing engagement activities for the association Auditing and updating employee and/or customer data within different systems Creating electronic forms from paper versions Attending local community events to assist the marketing department And much, much more! The Admin Intern should be flexible and willing to travel to any of our Lending Offices to help with special projects as assigned. Interns are expected to: Learn about the Farm Credit System and AgCredit's administrative operations job functions for various departments. Develop the skills necessary to execute assigned accounting, reporting, marketing, human resources and training job responsibilities, which may include the use of Microsoft Excel, Word, Access and other database tools. Complete assignments and projects both as assigned and within the specified timeframe. Submit a written evaluation of the internship experience to the Director of Human Resources during the last week of the internship. To accomplish the above objectives and goals, the intern will: Attend the intern orientation, training programs and become familiar with other written materials. Review information packet If assigned, participate in project orientation, all related calls thereafter and contribute towards achieving a positive result of the group project. Review numbered memoranda relative to assignment. Shadow and work closely with designated team members to: Understand various job functions Gain exposure to different approaches to performing and completing assigned tasks. Utilize and enhance Microsoft Excel, Word, Access and/or SSRS reporting skills. Special projects as assigned. Knowledge, Skills and Abilities At least one year of post-secondary education and be working towards a 2 or 4 year degree in business, accounting, finance, human resources, management or agriculture. Reside in one of the counties serviced by AgCredit and have an interest in agriculture and/or agriculture business. Ability to interact effectively with a diverse group of people. Knowledge of grammar, spelling, punctuation, and required formats to recognize and correct correspondence and reports. Ability to work independently under general supervision. Professional verbal and written communication skills. Ability to prioritize workload, easily move from one project to another, and ability to be flexible in the workplace. Ability to travel to branch offices as well as locations inside and outside the association for training. Appropriate mileage and expenses are reimbursed. Internship Experience Exposure to the organization and agricultural lending Opportunity to job shadow a variety of positions Attend trainings to further your understanding of agricultural lending and other agricultural topics Positive, upbeat, and friendly work environment Hands on, real world job experience Network with others in the organization and industry Schedule Monday to Friday, 8:00am-4:30pm Diversity Statement / EEO Statement We are an Equal Opportunity Employer. AgCredit strives to recruit, hire, train, and promote individuals without regard to race, color, religion, sex, national origin, age, disability, parental status, marital status, political affiliation, military service, or any other non-merit based factor. EOE including disability/veterans.

This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Market Unit (“GMU”), Americas Division” which performs business functions. The Front Office Risk Management & Administration Team's (“FORMAT/ MFM”) primary responsibility is to establish and maintain a sound risk management structure regarding compliance, regulatory issues and operational risks within the GMU. Your Role Overview: Assists in tasks concerning compliance and operational risk management; assists in account onboarding and maintenance; maintains approvals, legal documentations, and other documents for GMU; and processes various administrative tasks. Your Duties and Responsibilities: Management of Important Documents, contract renewal and maturity date tracking of GMU's contracts. Assists in maintaining trading systems accesses and permissions. Reviews and processes invoices / subscriptions and prepares budget forecast for management. Assists setting up and organizes internal meetings for GMU. Performs administrative tasks such as updating and filing documents, applications, procedures and policies, and the New Product Due Diligence process. Prepares reports on a daily, weekly, and monthly basis. Assists with account maintenance and compliance updates. Assists with KYC matters of bank's clients and counterparties Assists with and performs FATCA tax due diligence for bank's clients and counterparties Abides by all compliance related policies and procedures. Performs other duties and responsibilities as assigned by management. Your Qualifications: Bachelor's degree or equivalent. Proficient in Microsoft 365 (Excel, Word, and Outlook). Prior work experience in a financial institution preferred. Strong communication skills and interpersonal skills. Ability to process information (both numbers and descriptive) accurately. Highly attentive to detail. Strong organization skills. Strong multi-tasking ability. Ability to work with team setting. Why you should join SuMi Trust: SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals. Check out our LinkedIn for our employee experience: *************************************** We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

We're looking for driven and detail-oriented Administrative Assistant Interns to join our sales Business Support team within Mortgage Banking. In this role, you'll be a key partner in the mortgage process, providing critical support to sales leadership and ensuring smooth day-to-day operations. This internship offers hands-on experience in a fast-paced, client-focused environment where you'll strengthen your organizational and communication skills, collaborate with passionate professionals, and share ideas that help us innovate and elevate the client experience. About the Role Assist sales leadership in mortgage banking with a variety of administrative tasks that keep daily operations running smoothly. Handle essential duties such as taking notes, managing projects, and scheduling meetings to support team efficiency. Create presentation materials that reflect and amplify Rocket's culture and values. Gather and analyze performance metrics and reporting to help mortgage banking teams make informed decisions. Build and strengthen interpersonal sales skills through direct collaboration with team members and leadership. Contribute fresh ideas to improve processes and enhance overall business efficiency. About You Proficient in Microsoft Office Suite (especially Excel and PowerPoint). Excellent verbal and written communication skills Strong organizational and time management abilities. Ability to thrive in a fast-paced environment. Self-motivated with a competitive spirit and a passion for learning. What you'll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. About us Rocket Mortgage was founded in 1985. Today, we're a Detroit-based, publicly traded company with a mission to Help Everyone Home. At Rocket Mortgage, we believe that home is more than the house you live in. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams. We're known as experts in the mortgage industry, but we're also innovators - we strive to create the best experiences for our clients from beginning to end. And we're not your typical employer. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals. This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at ************************** .

Valmark Financial Group is looking for someone with strong communication skills, high attention to detail, and strong follow-through skills to join our team as an Administrative Assistant II. If you possess these skills, this is a great opportunity to be part of a team that administratively supports department managers and senior management, as well as ensure our office runs smoothly. Join Our Team! At Valmark, people are the most critical component of our long-term success and fittingly, the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a genuine desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of being a Top Workplace in Northeast Ohio every year since 2020! Job Summary The Administrative Assistant II is a critical thinker with strong analytical skills who supports a team of executives and managers in their day-to-day responsibilities. The Administrative Assistant II will be responsible for making sure the supported team operates in a smooth, positive, and professional manner. The Administrative Assistant II's primary responsibilities include: managing calendar appointments, scheduling meetings, managing incoming phone calls, and performing miscellaneous project and administrative work. Essential Functions and Responsibilities Provide administrative support to a defined team of executives and managers. Manage calendar appointments, schedule and coordinate meetings and travel arrangements. Create and edit documents, including correspondence, reports, memoranda, and emails. Answering incoming telephone calls and redirecting callers to the appropriate party. Prepare meeting agendas. Record, compile, transcribe and distribute meeting minutes. Open, sort and distribute incoming correspondence. Serve as back-up to other administrative assistants during absences, including the mailroom and receptionist roles. Core Competencies Excellent written and oral communication skills. Ability to use discretion when working with confidential information. Critical thinking with strong analytical and problem-solving skills. Strong interpersonal skills, tactful, and diplomatic. Ability to plan and organize multiple activities and schedules, and adjust to varying priorities. Advanced proficiency using Microsoft Office software (Outlook, Word, Excel, PowerPoint). Keen attention to detail. Exhibit flexibility, adaptability, and an ability to work in an ever-changing environment. Self-motivated with capability to take initiative and work both independently and as a member of a team. Required Education and Experience High School Diploma or GED 1-3 years in administrative support role in professional office setting Preferred Education and Experience Associate's or Bachelor's Degree Physical Demands This is a largely sedentary role; however, may occasionally lift up to 25 pounds. It may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer use during the workday. Position Type and Expected Hours of Work Days and typical hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. Some flexibility in hours may be allowed, but a 40-hour work week is required for full-time status. Valmark reserves the right to modify, interpret, or apply this in any way the Company desires. This in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.